Wealth Advisor in Training – High-Net-Worth

United States Digital Space LLC; Brunswick (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor - Partially Registered to work with high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Advisor Teams to grow your portfolio while pursuing required licenses. This program emphasizes training, client-centric guidance, and collaboration with core banking and

Qualifications

• FINRA SIE certification required.
• 4+ years of progressive professional experience.
• 2+ years in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with strong time-management and goal orientation.
• Excellent relationship-building and client communication skills.

Responsibilities

• Develop a book of business to meet or exceed performance hurdles.
• Provide tailored investment advisory solutions based on client goals.
• Collaborate with Merrill Advisor Teams for portfolio growth.
• Maintain regulatory due diligence and complete required training.

Skills

Account Management

Client Investments Management

Relationship Building

Advisory

Sales

Communication

Education

Bachelor's Degree in Finance or Business

Job description

Merrill Wealth Management is seeking a Financial Advisor - Partially Registered to work with high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Advisor Teams to grow your portfolio while pursuing required licenses. This program emphasizes training, client-centric guidance, and collaboration with core banking and